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Details Date Content Source
2026-06-12 14:12 2mo ago
2026-05-21 15:29 3mo ago
5 High-Momentum Bank Stocks with Big Dividends
VCTR Victory Capital Holdings
FMP Stock News
Original source text
When tech stocks are flying high, it can be easy to forget about the steady, dividend-paying stocks that often stabilize a portfolio.
2026-06-12 14:12 2mo ago
2026-06-05 10:36 3mo ago
Victory Capital Holdings (VCTR) Recently Broke Out Above the 20-Day Moving Average
VCTR Victory Capital Holdings
FMP Stock News
Original source text
From a technical perspective, Victory Capital Holdings (VCTR) is looking like an interesting pick, as it just reached a key level of support. VCTR recently overtook the 20-day moving average, and this suggests a short-term bullish trend.
2026-06-12 14:12 2mo ago
2026-06-09 07:30 3mo ago
Victory Capital Reports May 2026 Total Client Assets
VCTR Victory Capital Holdings
FMP Stock News
Original source text
SAN ANTONIO, Texas--(BUSINESS WIRE)--Victory Capital Holdings, Inc. (NASDAQ: VCTR) (“Victory Capital” or the “Company”) today reported Total Assets Under Management (AUM) of $338.9 billion, Other Assets of $3.6 billion, and Total Client Assets of $342.4 billion, as of May 31, 2026. For the month of May, Average Total AUM was $333.6 billion, average Other Assets was $3.5 billion, and average Total Client Assets was $337.1 billion. Victory Capital Holdings, Inc. Total Client Assets (unaudited; in.
2026-06-12 14:12 2mo ago
2026-06-09 08:00 3mo ago
Victory Capital Reports May 2026 Total Client Assets
VCTR Victory Capital Holdings
FMP Stock News
Original source text
Victory Capital Holdings, Inc. (NASDAQ: VCTR) (“Victory Capital” or the “Company”) today reported Total Assets Under Management (AUM) of $338.9 billion
2026-06-12 14:12 2mo ago
2026-06-09 16:42 3mo ago
Victory Capital Holdings, Inc. (VCTR) Presents at Morgan Stanley US Financials Conference 2026 Transcript
VCTR Victory Capital Holdings
FMP Stock News
Original source text
Victory Capital Holdings, Inc. (VCTR) Presents at Morgan Stanley US Financials Conference 2026 Transcript
2026-06-12 14:12 2mo ago
2026-03-16 12:46 5mo ago
Can Silicon Motion's New SM8008 SSD Controller Launch Stoke Growth?
SSD Simpson Manufacturing Company
FMP Stock News
Original source text
Key Takeaways Silicon Motion launched the SM8008 PCIe Gen5 NVMe SSD controller for efficient data center boot storage.SIMO's SM8008 offers up to 14 GB/s speed, 2.3M IOPS, and under 5W power for efficient enterprise storage.Silicon Motion adds encryption and secure boot, with early SSD adoption showing solid demand. Silicon Motion Technology Corporation (SIMO - Free Report) has strengthened its enterprise storage portfolio with the launch of the SM8008, a PCIe Gen5 NVMe SSD controller specifically designed for data center boot drives and power-sensitive enterprise storage applications. The new controller helps the company benefit from the rising demand for reliable and efficient boot storage as AI and cloud infrastructure continue to grow.

Silicon Motion’s SM8008 delivers high performance while maintaining low power consumption. It offers speeds of up to 14 GB/s and over 2.3 million random IOPS while consuming less than 5 watts of power. Supporting PCIe Gen5 x4 and NVMe 2.0a standards, the controller is compatible with multiple enterprise form factors such as M.2 and U.2, E1.S and E3.S, enabling flexible deployment across modern server systems. With eight NAND channels and support for DDR4 or LPDDR4 memory, it is well-suited for large-scale, cost-efficient data center environments.

In addition, the SM8008 includes enterprise-grade security features such as TCG Opal 2.0 encryption, hardware-accelerated AES-256, SHA-512 and RSA-3072, secure boot, and firmware authentication, and readiness for CNSA 2.0 standards. These capabilities help ensure data integrity, regulatory compliance and long-term reliability in mission-critical workloads.

Early adoption by enterprise SSD manufacturers highlights strong industry interest in power-efficient, high-performance boot storage solutions and supports Silicon Motion’s expansion in next-generation data center infrastructure.

How Are Competitors Performing?Silicon Motion faces competition from Marvell Technology, Inc. (MRVL - Free Report) and Micron Technology, Inc. (MU - Free Report) . Marvell is focusing on AI-driven storage and data-center SSD controllers, including its Bravera PCIe 5.0 controller family aimed at high-performance cloud infrastructure. The company has also been investing in next-generation connectivity technologies like PCIe 8.0 and CXL, which are expected to support faster SSD performance and solve storage limitations in AI data centers.

Micron is focusing on launching faster, AI-ready SSDs and improving advanced NAND technology for data centers and high-performance computing. The company has introduced the Micron 3610 NVMe SSD, a PCIe Gen5 drive designed to deliver high speed, better power efficiency, and higher storage capacity for modern cloud and AI systems.

SIMO’s Price Performance, Valuation and EstimatesSilicon Motion shares have skyrocketed 131.1% over the past year compared with the industry’s growth of 94.8%.

Image Source: Zacks Investment Research

Going by the price/earnings ratio, the company's shares currently trade at 19.79 forward earnings, higher than 15.27 for the industry.

Image Source: Zacks Investment Research

Earnings estimates for 2026 have increased 19% to $5.80 over the past 60 days, while those for 2027 have also increased 20.5% to $7.88.

Image Source: Zacks Investment Research

Silicon Motion stock currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
2026-06-12 14:12 2mo ago
2026-03-16 16:30 5mo ago
KIOXIA Announces New SSD Model Optimized for AI GPU-Initiated Workloads
SSD Simpson Manufacturing Company
FMP Stock News
Original source text
SAN JOSE, Calif.--(BUSINESS WIRE)--KIOXIA's GP Series SSDs deliver high performance, low latency memory expansion for NVIDIA Storage-Next Architecture.
2026-06-12 14:12 2mo ago
2026-03-16 22:45 5mo ago
Kioxia Announces New SSD Model Optimized for AI GPU-Initiated Workloads
SSD Simpson Manufacturing Company
FMP Stock News
Original source text
TOKYO--(BUSINESS WIRE)--Kioxia announced the development of Super High IOPS SSD, new type of SSD enabling the GPU to directly access high-speed flash memory in AI systems.
2026-06-12 14:12 2mo ago
2026-03-27 10:37 5mo ago
Micron's SSD Growth Drives NAND Revenues: Will it Sustain Momentum?
SSD Simpson Manufacturing Company
FMP Stock News
Original source text
Key Takeaways Micron Technology's NAND revenues jumped 169% YoY and 82% sequentially to $5B in fiscal Q2 2026.MU's growth was driven by strong data center SSD demand, with prices rising in the high-70% range.Micron Technology benefits from HDD shortages, tight supply and rising AI-driven SSD adoption. Micron Technology, Inc. (MU - Free Report) is seeing strong momentum in its NAND business, largely driven by robust demand for its solid-state drive (SSD) solutions. This growth momentum is largely driven by rising data center demand, where artificial intelligence (AI) workloads are pushing the need for faster and higher-capacity storage solutions.

In the second quarter of fiscal 2026, Micron Technology’s NAND revenues soared 169% year over year and 82% sequentially to $5 billion. MU noted that bit shipments increased in the low-single-digit percentage range sequentially, while the average selling prices jumped in the high-70s percentage range in the second quarter. The robust growth was primarily driven by strong demand for its data center SSD portfolio. Its revenues from the data center NAND portfolio more than doubled sequentially in the second quarter.

SSDs are becoming essential in AI infrastructure. Applications such as large language models and real-time data processing require quick access to massive datasets. This is increasing demand for high-performance and high-capacity SSDs, an area where Micron Technology has been expanding its portfolio. The company’s advanced SSD offerings are gaining traction among cloud and enterprise customers, helping it grow market share. During the last quarterly results, the company noted that it increased SSD market share for the fourth consecutive year in 2025.

Another key driver is the shortage of traditional hard disk drives (HDDs), which is pushing customers toward SSDs. This shift is supporting NAND pricing and generating higher revenues for Micron Technology. At the same time, tight industry supply is keeping the pricing environment favorable, allowing the company to benefit from stronger margins.

Micron Technology is also investing in NAND technology transitions and selective capacity expansion, aimed at improving cost efficiency while supporting long-term demand growth. As hyperscalers continue to invest aggressively in the AI infrastructure space, they are preferring long-term contracts to secure memory supply and capacity. This trend is likely to boost demand for Micron Technology’s SSDs, which will ultimately drive its NAND revenue growth. The Zacks Consensus Estimate for MU’s fiscal 2026 NAND revenues is pegged at $23.64 billion, indicating massive year-over-year growth of 178%.

How Micron’s Rivals Compete in the NAND SpaceSandisk Corporation (SNDK - Free Report) and Seagate Technology Holdings Plc (STX - Free Report) are among the two competitors that directly compete with Micron Technology in the NAND space.

Sandisk operates as a pure-play NAND storage vendor with strong consumer and enterprise SSD partnerships. The company is highly focused on bringing advanced storage technologies and broad flash storage products for AI workloads in data centers, edge devices and consumer devices. Sandisk’s data center revenues increased 64% sequentially in the second quarter of fiscal 2026, mainly driven by strong demand for storage solutions from AI infrastructure builders, semi-custom customers and technology companies deploying AI at scale.

Seagate Technology is a major force in the hard-disk drive market, particularly for high-capacity storage solutions for data centers and cloud infrastructure. However, the company is also developing its presence in the SSD market through portfolio expansion and partnerships. In January 2026, Seagate Technology unveiled LaCie Rugged SSD Pro5, which offers ultra-fast Thunderbolt 5 speed for filmmakers, photographers and audio specialists.

Micron’s Price Performance, Valuation and EstimatesShares of Micron have surged around 292.4% over the past year compared with the Zacks Computer – Integrated Systems industry’s return of 101.1%.

Micron One-Year Price Return Performance
Image Source: Zacks Investment Research

From a valuation standpoint, MU trades at a forward price-to-earnings ratio of 6.56, significantly lower than the industry’s average of 10.31.

Micron 12-Month Forward P/E Ratio
Image Source: Zacks Investment Research

The Zacks Consensus Estimate for Micron Technology’s fiscal 2026 and 2027 earnings implies a year-over-year increase of 578.9% and 61.3%, respectively. Bottom-line estimates for fiscal 2026 and 2027 have been revised upward in the past seven days.

Image Source: Zacks Investment Research

Micron Technology currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
2026-06-12 14:12 2mo ago
2026-03-30 05:25 5mo ago
SG Americas Securities LLC Acquires 59,828 Shares of Simpson Manufacturing Company, Inc. $SSD
SSD Simpson Manufacturing Company
FMP Stock News
Original source text
SG Americas Securities LLC lifted its holdings in shares of Simpson Manufacturing Company, Inc. (NYSE: SSD) by 2,359.1% during the undefined quarter, according to the company in its most recent filing with the SEC. The fund owned 62,364 shares of the construction company's stock after purchasing an additional 59,828 shares during the period.
2026-06-12 14:12 2mo ago
2026-04-09 12:50 5mo ago
4 Building Product Stocks to Buy Despite Ongoing Industry Pressure
SSD Simpson Manufacturing Company
FMP Stock News
Original source text
Tariffs, inflation and housing headwinds weigh on the industry. Yet, AGX, SSD, ECG and ROAD stocks look primed to benefit from infrastructure and innovation tailwinds.
2026-06-12 14:12 2mo ago
2026-04-13 09:00 4mo ago
Simpson Manufacturing Co., Inc. to Announce First Quarter 2026 Financial Results on Monday, April 27th
SSD Simpson Manufacturing Company
FMP Stock News
Original source text
PLEASANTON, Calif., April 13, 2026 /PRNewswire/ -- Simpson Manufacturing Co., Inc. (the "Company") (NYSE: SSD), an industry leader in engineered structural connectors and building solutions, announced today that it will report its financial results for the first quarter ended March 31, 2026, on Monday, April 27, 2026, at 4:15 p.m.
2026-06-12 14:12 2mo ago
2026-04-27 07:30 4mo ago
Westward Gold Targets High-Grade Potential with 2026 Drilling at the SSD Zone, Toiyabe Hills Property, Nevada
SSD Simpson Manufacturing Company
FMP Stock News
Original source text
SSD is one of three high-priority target areas to be tested with RC and core drilling in 2026 on the Company's 84-square-kilometre Property Systematic exploration has expanded the SSD Target's plan dimensions and improved the Company's understanding of mineralization controls
2026-06-12 14:12 2mo ago
2026-04-27 16:15 4mo ago
Simpson Manufacturing Co., Inc. Announces 2026 First Quarter Financial Results and Reaffirms 2026 Guidance
SSD Simpson Manufacturing Company
FMP Stock News
Original source text
2026 First Quarter Highlights Net sales of $588.0 million increased 9.1% year-over-year Income from operations of $114.6 million increased 12.0% year-over-year Net income per diluted share of $2.13 increased 15.1% year-over-year Repurchased $50.0 million of common stock during the quarter PLEASANTON, Calif., April 27, 2026 /PRNewswire/ -- Simpson Manufacturing Co., Inc. (the "Company") (NYSE: SSD), an industry leader in engineered structural connectors and building solutions, today announced its financial results for the first quarter of 2026.
2026-06-12 14:12 2mo ago
2026-04-27 18:56 4mo ago
Simpson Manufacturing (SSD) Tops Q1 Earnings and Revenue Estimates
SSD Simpson Manufacturing Company
FMP Stock News
Original source text
Simpson Manufacturing (SSD) came out with quarterly earnings of $2.13 per share, beating the Zacks Consensus Estimate of $1.84 per share. This compares to earnings of $1.85 per share a year ago.
2026-06-12 14:12 2mo ago
2026-04-27 21:41 4mo ago
Simpson Manufacturing Co., Inc. (SSD) Q1 2026 Earnings Call Transcript
SSD Simpson Manufacturing Company
FMP Stock News
Original source text
Simpson Manufacturing Co., Inc. (SSD) Q1 2026 Earnings Call Transcript
2026-06-12 14:12 2mo ago
2026-04-28 09:35 4mo ago
Can AI-Driven SSD Demand Drive Micron's NAND Revenue Upside Ahead?
SSD Simpson Manufacturing Company
FMP Stock News
Original source text
Micron Technology, Inc.'s MU NAND business is likely to see further upside as artificial intelligence spending drives strong demand for solid-state drives (SSDs). AI data centers need faster and larger storage systems to handle training data, inference workloads and growing use of real-time applications.
2026-06-12 14:12 2mo ago
2026-04-28 12:24 4mo ago
These Analysts Raise Their Forecasts On Simpson Manufacturing Following Strong Q1 Results
SSD Simpson Manufacturing Company
FMP Stock News
Original source text
Simpson Manufacturing Co (NYSE:SSD) reported better-than-expected earnings for the first quarter on Monday.
2026-06-12 14:12 2mo ago
2026-05-07 09:00 4mo ago
Simpson Manufacturing Co., Inc. Declares Quarterly Dividend
SSD Simpson Manufacturing Company
FMP Stock News
Original source text
, /PRNewswire/ -- Simpson Manufacturing Co., Inc. (the "Company") (NYSE: SSD), an industry leader in engineered structural connectors and building solutions, today announced that on May 6, 2026, the Company's Board of Directors (the "Board") declared a regular quarterly dividend of 30 cents per share on the Company's common stock. The dividend is payable on July 23, 2026, to stockholders of record on July 2, 2026.

About Simpson Manufacturing Co., Inc. 
Simpson Manufacturing Co., Inc., headquartered in Pleasanton, California, through its subsidiaries, including Simpson Strong-Tie Company Inc., designs, engineers and is a leading manufacturer of wood construction products, including connectors, truss plates, fastening systems, fasteners and shear walls, and concrete construction products, including adhesives, specialty chemicals, mechanical anchors, powder actuated tools and reinforcing fiber materials. The Company primarily supplies its building product solutions to both the residential and commercial markets in North America and Europe. The Company's common stock trades on the New York Stock Exchange under the symbol "SSD."

CONTACT:
Addo Investor Relations
[email protected]
(310) 829-5400

SOURCE Simpson Manufacturing Co., Inc.
2026-06-12 14:12 2mo ago
2026-06-03 09:00 3mo ago
Simpson Manufacturing Co., Inc. Announces Participation at the Wells Fargo 16th Annual Industrials & Materials Conference
SSD Simpson Manufacturing Company
FMP Stock News
Original source text
PLEASANTON, Calif., June 3, 2026 /PRNewswire/ -- Simpson Manufacturing Co., Inc. (the "Company") (NYSE: SSD), an industry leader in engineered structural connectors and building solutions, announced today that Mike Olosky, Chief Executive Officer, and Matt Dunn, Chief Financial Officer, will participate in the upcoming Wells Fargo 16th Annual Industrials & Materials Conference on Wednesday, June 10, 2026, at The Loews Chicago Hotel in Chicago, Illinois.
2026-06-12 14:12 2mo ago
2026-06-09 19:49 3mo ago
A Look at Simpson Manufacturing Co Inc (SSD) After 4.0% Gain -- GF Value $184.71 vs Price $193.20
SSD Simpson Manufacturing Company
FMP Stock News
Original source text
On June 09, 2026, Simpson Manufacturing Co Inc (SSD) shares rose 4.0% today, closing at $193.20. The stock has seen a 52-week range of $151.38 to $211.98, refle
2026-06-12 14:12 2mo ago
2026-06-10 19:02 3mo ago
Simpson Manufacturing Co., Inc. (SSD) Presents at 16th Annual Wells Fargo Industrials & Materials Conference Transcript
SSD Simpson Manufacturing Company
FMP Stock News
Original source text
Simpson Manufacturing Co., Inc. (SSD) Presents at 16th Annual Wells Fargo Industrials & Materials Conference Transcript
2026-06-12 14:12 2mo ago
2026-06-12 09:36 2mo ago
AI Storage Boom Aids NAND Demand: Can Micron Capitalize on the Trend?
SSD Simpson Manufacturing Company
FMP Stock News
Original source text
MU's NAND revenues surge on AI-driven data center SSD demand, as disciplined supply and advanced SSD launches bolster its storage growth outlook.
2026-06-12 14:12 2mo ago
2026-04-22 12:41 4mo ago
USFD vs. CELH: Which Stock Should Value Investors Buy Now?
USFD US Foods Holding Corp
FMP Stock News
Original source text
Investors interested in Food - Miscellaneous stocks are likely familiar with US Foods (USFD - Free Report) and Celsius Holdings Inc. (CELH - Free Report) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.

We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The proven Zacks Rank puts an emphasis on earnings estimates and estimate revisions, while our Style Scores work to identify stocks with specific traits.

US Foods has a Zacks Rank of #2 (Buy), while Celsius Holdings Inc. has a Zacks Rank of #3 (Hold) right now. Investors should feel comfortable knowing that USFD likely has seen a stronger improvement to its earnings outlook than CELH has recently. But this is only part of the picture for value investors.

Value investors also tend to look at a number of traditional, tried-and-true figures to help them find stocks that they believe are undervalued at their current share price levels.

The Value category of the Style Scores system identifies undervalued companies by looking at a number of key metrics. These include the long-favored P/E ratio, P/S ratio, earnings yield, cash flow per share, and a variety of other fundamentals that help us determine a company's fair value.

USFD currently has a forward P/E ratio of 19.06, while CELH has a forward P/E of 20.62. We also note that USFD has a PEG ratio of 1.05. This popular figure is similar to the widely-used P/E ratio, but the PEG ratio also considers a company's expected EPS growth rate. CELH currently has a PEG ratio of 1.18.

Another notable valuation metric for USFD is its P/B ratio of 4.75. Investors use the P/B ratio to look at a stock's market value versus its book value, which is defined as total assets minus total liabilities. By comparison, CELH has a P/B of 7.13.

These metrics, and several others, help USFD earn a Value grade of B, while CELH has been given a Value grade of D.

USFD has seen stronger estimate revision activity and sports more attractive valuation metrics than CELH, so it seems like value investors will conclude that USFD is the superior option right now.
2026-06-12 14:12 2mo ago
2026-04-22 13:01 4mo ago
US Foods (USFD) Upgraded to Buy: Here's What You Should Know
USFD US Foods Holding Corp
FMP Stock News
Original source text
US Foods (USFD - Free Report) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #2 (Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.

A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.

Since a changing earnings picture is a powerful factor influencing near-term stock price movements, the Zacks rating system is very useful for individual investors. They may find it difficult to make decisions based on rating upgrades by Wall Street analysts, as these are mostly driven by subjective factors that are hard to see and measure in real time.

As such, the Zacks rating upgrade for US Foods is essentially a positive comment on its earnings outlook that could have a favorable impact on its stock price.

Most Powerful Force Impacting Stock PricesThe change in a company's future earnings potential, as reflected in earnings estimate revisions, has proven to be strongly correlated with the near-term price movement of its stock. That's partly because of the influence of institutional investors that use earnings and earnings estimates for calculating the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their transaction of large amounts of shares then leads to price movement for the stock.

For US Foods, rising earnings estimates and the consequent rating upgrade fundamentally mean an improvement in the company's underlying business. And investors' appreciation of this improving business trend should push the stock higher.

Harnessing the Power of Earnings Estimate RevisionsAs empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, tracking such revisions for making an investment decision could be truly rewarding. Here is where the tried-and-tested Zacks Rank stock-rating system plays an important role, as it effectively harnesses the power of earnings estimate revisions.

The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here >>>> .

Earnings Estimate Revisions for US FoodsThis company is expected to earn $4.81 per share for the fiscal year ending December 2026, which represents no year-over-year change.

Analysts have been steadily raising their estimates for US Foods. Over the past three months, the Zacks Consensus Estimate for the company has increased 4.1%.

Bottom LineUnlike the overly optimistic Wall Street analysts whose rating systems tend to be weighted toward favorable recommendations, the Zacks rating system maintains an equal proportion of "buy" and "sell" ratings for its entire universe of more than 4,000 stocks at any point in time. Irrespective of market conditions, only the top 5% of the Zacks-covered stocks get a "Strong Buy" rating and the next 15% get a "Buy" rating. So, the placement of a stock in the top 20% of the Zacks-covered stocks indicates its superior earnings estimate revision feature, making it a solid candidate for producing market-beating returns in the near term.

You can learn more about the Zacks Rank here >>>

The upgrade of US Foods to a Zacks Rank #2 positions it in the top 20% of the Zacks-covered stocks in terms of estimate revisions, implying that the stock might move higher in the near term.
2026-06-12 14:12 2mo ago
2026-04-22 13:46 4mo ago
3 Reasons Why Growth Investors Shouldn't Overlook US Foods (USFD)
USFD US Foods Holding Corp
FMP Stock News
Original source text
Investors seek growth stocks to capitalize on above-average growth in financials that help these securities grab the market's attention and produce exceptional returns. But finding a growth stock that can live up to its true potential can be a tough task.

By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss.

However, the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks beyond the traditional growth attributes to analyze a company's real growth prospects, makes it pretty easy to find cutting-edge growth stocks.

Our proprietary system currently recommends US Foods (USFD - Free Report) as one such stock. This company not only has a favorable Growth Score, but also carries a top Zacks Rank.

Studies have shown that stocks with the best growth features consistently outperform the market. And returns are even better for stocks that possess the combination of a Growth Score of A or B and a Zacks Rank #1 (Strong Buy) or 2 (Buy).

Here are three of the most important factors that make the stock of this company a great growth pick right now.

Earnings GrowthEarnings growth is arguably the most important factor, as stocks exhibiting exceptionally surging profit levels tend to attract the attention of most investors. For growth investors, double-digit earnings growth is highly preferable, as it is often perceived as an indication of strong prospects (and stock price gains) for the company under consideration.

While the historical EPS growth rate for US Foods is 49.8%, investors should actually focus on the projected growth. The company's EPS is expected to grow 20.9% this year, crushing the industry average, which calls for EPS growth of 1.9%.

Cash Flow GrowthCash is the lifeblood of any business, but higher-than-average cash flow growth is more beneficial and important for growth-oriented companies than for mature companies. That's because, high cash accumulation enables these companies to undertake new projects without raising expensive outside funds.

Right now, year-over-year cash flow growth for US Foods is 13.3%, which is higher than many of its peers. In fact, the rate compares to the industry average of 3.4%.

While investors should actually consider the current cash flow growth, it's worth taking a look at the historical rate too for putting the current reading into proper perspective. The company's annualized cash flow growth rate has been 22% over the past 3-5 years versus the industry average of 8.8%.

Promising Earnings Estimate RevisionsSuperiority of a stock in terms of the metrics outlined above can be further validated by looking at the trend in earnings estimate revisions. A positive trend is of course favorable here. Empirical research shows that there is a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

The current-year earnings estimates for US Foods have been revising upward. The Zacks Consensus Estimate for the current year has surged 0.2% over the past month.

Bottom LineWhile the overall earnings estimate revisions have made US Foods a Zacks Rank #2 stock, it has earned itself a Growth Score of B based on a number of factors, including the ones discussed above.

You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

This combination positions US Foods well for outperformance, so growth investors may want to bet on it.
2026-06-12 14:12 2mo ago
2026-04-25 02:30 4mo ago
Head-To-Head Contrast: US Foods (NYSE:USFD) and Lamb Weston (NYSE:LW)
USFD US Foods Holding Corp
FMP Stock News
Original source text
Posted by Defense World Staff on Apr 25th, 2026

Lamb Weston (NYSE:LW – Get Free Report) and US Foods (NYSE:USFD – Get Free Report) are both consumer staples companies, but which is the better investment? We will contrast the two businesses based on the strength of their profitability, dividends, institutional ownership, risk, valuation, analyst recommendations and earnings.

Institutional and Insider Ownership 89.6% of Lamb Weston shares are owned by institutional investors. Comparatively, 98.8% of US Foods shares are owned by institutional investors. 0.3% of Lamb Weston shares are owned by company insiders. Comparatively, 0.7% of US Foods shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

Earnings & Valuation This table compares Lamb Weston and US Foods”s revenue, earnings per share and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Lamb Weston $6.45 billion 0.95 $357.20 million $2.14 20.72 US Foods $39.42 billion 0.52 $676.00 million $2.94 31.74 US Foods has higher revenue and earnings than Lamb Weston. Lamb Weston is trading at a lower price-to-earnings ratio than US Foods, indicating that it is currently the more affordable of the two stocks.

Profitability This table compares Lamb Weston and US Foods’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets Lamb Weston 4.61% 23.77% 5.76% US Foods 1.71% 18.74% 6.09% Analyst Recommendations This is a summary of recent recommendations and price targets for Lamb Weston and US Foods, as provided by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Lamb Weston 1 9 3 0 2.15 US Foods 0 3 10 0 2.77 Lamb Weston presently has a consensus price target of $48.00, indicating a potential upside of 8.24%. US Foods has a consensus price target of $107.33, indicating a potential upside of 15.03%. Given US Foods’ stronger consensus rating and higher possible upside, analysts plainly believe US Foods is more favorable than Lamb Weston.

Risk and Volatility Lamb Weston has a beta of 0.49, suggesting that its share price is 51% less volatile than the S&P 500. Comparatively, US Foods has a beta of 0.98, suggesting that its share price is 2% less volatile than the S&P 500.

Summary US Foods beats Lamb Weston on 11 of the 14 factors compared between the two stocks.

About Lamb Weston (Get Free Report)

Lamb Weston Holdings, Inc. produces, distributes, and markets frozen potato products worldwide. The company operates through four segments: Global, Foodservice, Retail, and Other. It offers frozen potatoes, commercial ingredients, and appetizers under the Lamb Weston brand, as well as under various customer labels. The company also provides its products under its owned or licensed brands, such as Grown in Idaho and Alexia, and other licensed brands, as well as under retailers' own brands. In addition, it engages in the vegetable and dairy businesses. The company sells its products through a network of internal sales personnel and independent brokers, agents, and distributors to chain restaurants, wholesale, grocery, mass merchants, club and specialty retailers, businesses, educational institutions, independent restaurants, regional chain restaurants, and convenience stores. Lamb Weston Holdings, Inc. was incorporated in 1950 and is headquartered in Eagle, Idaho.

About US Foods (Get Free Report)

US Foods Holding Corp., together with its subsidiaries, engages in marketing, sale, and distribution of fresh, frozen, and dry food and non-food products to foodservice customers in the United States. The company's customers include independently owned single and multi-unit restaurants, regional concepts, national restaurant chains, hospitals, nursing homes, hotels and motels, country clubs, government and military organizations, colleges and universities, and retail locations. The company was formerly known as USF Holding Corp. and changed its name to US Foods Holding Corp. in February 2016. US Foods Holding Corp. was incorporated in 2007 and is headquartered in Rosemont, Illinois.

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2026-06-12 14:12 2mo ago
2026-04-28 12:15 4mo ago
Kimberly-Clark Q1 Earnings Beat Estimates, Sales Up 2.7% Y/Y
USFD US Foods Holding Corp
FMP Stock News
Original source text
Key Takeaways KMB Q1 earnings beat estimates, with EPS up 2.1% and sales rising 2.7% year over year.KMB growth was driven by volume gains, currency benefits and productivity improvements.KMB expects 2026 organic sales in line with markets and mid to high-single-digit profit growth. Kimberly-Clark Corporation (KMB - Free Report) posted first-quarter 2026 results, wherein both top and bottom lines beat the Zacks Consensus Estimate and increased year over year.

Taking a Closer Look at KMB’s Q1 ResultsThe adjusted earnings were $1.97 per share, which beat the Zacks Consensus Estimate of $1.92. The bottom line increased 2.1% year over year, driven by higher adjusted operating profit and income from discontinued operations, partially offset by a higher tax rate.

Kimberly-Clark’s sales were $4,163 million, marking 2.7% growth from $4,054 million in the prior-year quarter. The figure beat the Zacks Consensus Estimate of $4,106 million. The increase was driven by organic growth of 2.5% and a 2% benefit from currency, partly offset by a 1.8% decline due to exiting the U.S. private label diaper business. Organic growth was supported by a 3% increase in volume and mix, though pricing declined 0.5% as the company invested in product trials and value positioning.

The adjusted gross margin fell 60 basis points to 37.9%, as productivity gains were outweighed by unfavorable pricing relative to cost inflation and continued supply-chain investments.

Adjusted operating profit increased 3.7% to $732 million, driven by productivity improvements, lower overhead costs and favorable currency effects.

KMB Provides Q1 Insights by SegmentNorth America (“NA”) segment’s net sales reached $2,651 million, down 0.6% year over year, caused by a 2.7% decline from exiting the U.S. private label diaper business, which was partly offset by solid underlying performance. Organic sales grew 1.8%, driven mainly by broad-based volume gains supported by strong innovation and in-market execution.

NA’s operating profit fell 8.1% to $623 million, reflecting a 490-basis-point headwind from business exits and increased advertising spend, partially offset by strong productivity savings.

The International Personal Care (“IPC”) segment’s net sales were $1,512 million, up 9.1%, driven by 4% organic growth and favorable currency impacts. Organic growth was led by a 4.1% increase in volume and a 1.4% improvement in mix, reflecting stronger consumer value propositions, partially offset by a 1.5% decline in pricing due to strategic investments.

IPC’s operating profit increased 21.9% to $245 million, driven by volume and mix gains, strong productivity savings, favorable currency and lower overhead costs. These benefits were partially offset by pricing investments that resulted in negative pricing relative to cost inflation.

Kimberly-Clark’s Financial Health SnapshotThe company ended the quarter with cash and cash equivalents of $542 million, long-term debt of $6,475 million and total stockholders’ equity of $1,914 million.

For the three months ended March 31, cash provided by operations was $745 million. Management incurred capital spending of $424 million in the same time frame. The company returned $418 million to its shareholders via dividends.

What to Expect From KMB in 2026The company expects organic sales growth in 2026 to be in line with or slightly ahead of the weighted average growth of its categories and markets, which grew about 2.5% over the past year.

Net sales are projected to include a roughly 50-basis-point headwind from the exit of the U.S. private label diaper business, offset by a similar 50-basis-point benefit from favorable currency translation.

Adjusted operating profit is anticipated to grow at a mid to high-single-digit rate on a constant-currency basis.

Adjusted EPS from continuing operations is expected to increase at a double-digit rate. However, adjusted EPS attributable to Kimberly-Clark is expected to remain flat on a constant-currency basis due to lower income from discontinued operations, indicating the anticipated mid-2026 close of the IFP transaction, with proceeds partly funding the Kenvue acquisition.

This Zacks Rank #3 (Hold) company has lost 1.3% in the past three months compared with the industry’s 2.9% decline.

Image Source: Zacks Investment Research

Stocks to ConsiderPost Holdings, Inc. (POST - Free Report) operates as a consumer-packaged goods holding company in the United States and internationally. At present, POST holds a Zacks Rank of 2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

The consensus estimate for Post Holdings’ current fiscal-year sales and earnings implies growth of 2.7% and 0.1%, respectively, from the year-ago figures. Post Holdings delivered a trailing four-quarter earnings surprise of 19.6%, on average.

US Foods Holding Corp. (USFD - Free Report) engages in the marketing, sale and distribution of fresh, frozen and dry food and non-food products to foodservice customers in the United States. USFD currently carries a Zacks Rank #2. US Foods Holding delivered a trailing four-quarter earnings surprise of 2.2%, on average.

The Zacks Consensus Estimate for US Foods Holding’s current fiscal-year sales and earnings implies growth of 5.4% and 20.9%, respectively, from the year-ago figures.

Tyson Foods, Inc. (TSN - Free Report) operates as a food company worldwide. It currently has a Zacks Rank #2. Tyson Foods delivered a trailing four-quarter earnings surprise of 16.5%, on average.

The Zacks Consensus Estimate for Tyson Foods’ current fiscal-year sales indicates growth of 4.4%, from the prior-year reported levels.
2026-06-12 14:12 2mo ago
2026-04-29 09:00 4mo ago
US Foods® Launches SIGNATURE™ Solutions to Help Hospitality Operators Elevate Guest Satisfaction, While Reducing Operational Burdens
USFD US Foods Holding Corp
FMP Stock News
Original source text
ROSEMONT, Ill.--(BUSINESS WIRE)-- #USFoods--US Foods Holding Corp. (NYSE: USFD), one of America's largest foodservice distributors, today announced the launch of US Foods SIGNATURE™, a new comprehensive program designed to help hospitality operators across four hospitality operation types: hotel and lodging, casino and gaming, banquets and catering, and entertainment venues, reduce operational waste, improve staff efficiency for labor savings and elevate the guest experience. Building upon the company's i.
2026-06-12 14:12 2mo ago
2026-04-29 10:55 4mo ago
SLYV vs. IJJ: The Value Investor's Choice Between Small-Cap Upside and Mid-Cap Stability
USFD US Foods Holding Corp
FMP Stock News
Original source text
Investors choosing between State Street SPDR S&P 600 Small Cap Value ETF (SLYV +0.49%) and iShares S&P Mid-Cap 400 Value ETF (IJJ +0.48%) are primarily weighing exposure to small-cap volatility against more stable mid-cap value names.

Both funds target the value factor within the U.S. equity market, though they fish in different ponds. SLYV tracks the S&P SmallCap 600 Value Index, focusing on the smallest profitable companies, whereas IJJ moves up the market-cap ladder to capture established mid-sized firms that trade at attractive valuations.

Snapshot (cost & size)MetricSLYVIJJIssuerSPDRiSharesExpense ratio0.15%0.18%1-yr return (as of Apr. 27, 2026)43.40%26.50%Dividend yield1.80%1.70%Beta1.011.01AUM$4.6 billion $8.5 billionBeta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. Dividend yield is the trailing-12-month distribution yield.

The State Street fund offers a slightly lower entry cost with an expense ratio of 0.15%. While both funds generate income, SLYV provided a trailing-12-month dividend yield of 1.80%, marginally ahead of the 1.70% distributed by IJJ.

NYSEMKT: SLYVSPDR Series Trust - State Street SPDR S&P 600 Tm Small Cap Value ETF

Today's Change

(

0.49

%) $

0.52

Current Price

$

107.54

Performance & risk comparisonMetricSLYVIJJMax drawdown (5 yr)(28.70%)(22.70%)Growth of $1,000 over 5 years (total return)$1,354$1,444What's insideiShares S&P Mid-Cap 400 Value ETF (IJJ +0.48%) holds 303 stocks, with its largest positions including US Foods Holding Corp. (USFD +1.53%) at 1.23%, Reliance Steel & Aluminum (RS +0.41%) at 1.10%, and Alcoa Corp. (AA +0.43%) at 1.02%. The portfolio leans toward financial services at 22.00%, industrials at 18.00%, and consumer cyclical at 14.00%. It was launched in 2000 and has a trailing-12-month dividend of $2.34 per share.

In contrast, State Street SPDR S&P 600 Small Cap Value ETF (SLYV +0.49%) manages a broader basket of 459 holdings. Its largest positions include Eastman Chemical Co. (EMN +1.09%) at 1.02%, Match Group Inc. (MTCH 0.52%) at 1.00%, and LKQ Corp. (LKQ 0.46%) at 0.95%. This fund, which was also launched in 2000, concentrates its 20.00% financial services, 16.00% consumer cyclical, and 13.00% industrials exposure in smaller companies. It paid $1.90 per share over the trailing 12 months.

For more guidance on ETF investing, check out the full guide at this link.

NYSEMKT: IJJiShares Trust - iShares S&P Mid-Cap 400 Value ETF

Today's Change

(

0.48

%) $

0.69

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$

146.19

What this means for investors Small-cap and mid-cap stocks occupy distinct places in the market. Small caps, which are companies with market values typically below $2 billion, tend to be more volatile, more sensitive to economic cycles, and harder hit during downturns, but they also have more room to grow. Mid-caps have generally cleared the most precarious early stages of development and tend to offer a middle ground between the stability of large caps and the growth potential of small caps.

SLYV and IJJ both apply value screening to their respective universes, seeking companies that look cheap relative to earnings, book value, and sales. And both use S&P indexes that require profitability before admission. That shared quality filter matters: It weeds out the weakest companies in two market segments that can otherwise harbor significant risk.

The fee difference between the two is minimal, making the choice primarily about risk tolerance and where investors want to sit on the market cap spectrum. SLYV offers deeper value exposure with more volatility, while IJJ provides a smoother ride in a slightly more established tier of the market.
2026-06-12 14:12 2mo ago
2026-04-29 12:07 4mo ago
This iShares ETF Beats Its Mid-Cap Rival on Price -- but Not on Stability
USFD US Foods Holding Corp
FMP Stock News
Original source text
Expense ratios, dividend yields, and portfolio composition reveal key differences between these two value-focused iShares funds.
2026-06-12 14:12 2mo ago
2026-04-30 11:01 4mo ago
US Foods (USFD) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
USFD US Foods Holding Corp
FMP Stock News
Original source text
Wall Street expects a year-over-year increase in earnings on higher revenues when US Foods (USFD - Free Report) reports results for the quarter ended March 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.

The earnings report, which is expected to be released on May 7, might help the stock move higher if these key numbers are better than expectations. On the other hand, if they miss, the stock may move lower.

While management's discussion of business conditions on the earnings call will mostly determine the sustainability of the immediate price change and future earnings expectations, it's worth having a handicapping insight into the odds of a positive EPS surprise.

Zacks Consensus EstimateThis company is expected to post quarterly earnings of $0.82 per share in its upcoming report, which represents a year-over-year change of +20.6%.

Revenues are expected to be $9.71 billion, up 3.8% from the year-ago quarter.

Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.19% lower over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.

Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.

Price, Consensus and EPS Surprise

Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. This insight is at the core of our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction).

The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.

Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.

A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.

Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).

How Have the Numbers Shaped Up for US Foods?For US Foods, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -2.14%.

On the other hand, the stock currently carries a Zacks Rank of #3.

So, this combination makes it difficult to conclusively predict that US Foods will beat the consensus EPS estimate.

Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.

For the last reported quarter, it was expected that US Foods would post earnings of $1 per share when it actually produced earnings of $1.04, delivering a surprise of +4.00%.

Over the last four quarters, the company has beaten consensus EPS estimates three times.

Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.

That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

US Foods doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.

Expected Results of an Industry PlayerAnother stock from the Zacks Food - Miscellaneous industry, Kraft Heinz (KHC - Free Report) , is soon expected to post earnings of $0.5 per share for the quarter ended March 2026. This estimate indicates a year-over-year change of -19.4%. Revenues for the quarter are expected to be $5.91 billion, down 1.5% from the year-ago quarter.

The consensus EPS estimate for Kraft Heinz has been revised 0.1% higher over the last 30 days to the current level. However, a higher Most Accurate Estimate has resulted in an Earnings ESP of +3.08%.

This Earnings ESP, combined with its Zacks Rank #3 (Hold), suggests that Kraft Heinz will most likely beat the consensus EPS estimate. The company beat consensus EPS estimates in each of the trailing four quarters.

Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
2026-06-12 14:12 2mo ago
2026-05-06 10:40 4mo ago
US Foods Rebound From Pandemic Years Continues to Reward Investors
USFD US Foods Holding Corp
FMP Stock News
Original source text
This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them.

© valtron84 / Getty Images

From Blocked Merger to Independent Operator US Foods (NYSE: USFD | USFD Price Prediction) hit public markets in May 2016 after the FTC blocked its proposed sale to Sysco the prior year. What started as a fallback plan turned into a decade of building. The Rosemont, Illinois-based distributor now serves roughly 250,000 customer locations through more than 70 broadline distribution centers and over 90 cash-and-carry stores, with about 30,000 associates handling roughly $39.4 billion in annual sales.

The story since the IPO has three chapters. First, steady share gains with independent restaurants. Second, a brutal pandemic shock that crushed restaurant volumes and the stock. Third, a sharp rebound under CEO Dave Flitman, anchored by the CHEF’STORE acquisition in 2020 and recent broadline tuck-ins like Jake’s Finer Foods in Houston and Shetakis in Las Vegas. Management is now exploring a sale of the CHEF’STORE cash-and-carry business to focus on core distribution.

$1,000 Invested at IPO Is Now $3,690 In the following table, investment date assumes the first available trading price after IPO. The starting investment in US Foods in each period is $1,000.

Time Period Total Return Ending Value S&P 500 Return 1 Year 34.3% $1,343.20 28.5% 3 Years 138.8% $2,388.40 75.5% 5 Years 129.1% $2,290.80 71.5% Since IPO (May 2016) 269.1% $3,690.50 245.8% Roughly tripling your money over a decade is solid, and it outperforms the S&P 500’s run over the same span. The shape of the journey matters: shares cratered in early 2020 as restaurants closed, and patient holders had to stomach years of choppy recovery. The real outperformance occurred over the past three years, as US Foods surged when margins finally inflected.

FY2025 cemented the turn: revenue of $39.42 billion (+4.08%), net income of $676 million (+36.84%), and adjusted diluted EPS of $3.98. The company pays no dividend but announced a fresh $1 billion buyback in November 2025.

The Bull Case, With One Eye on the Consumer The bull case rests on Flitman delivering his 20% adjusted EPS CAGR through 2027, and it is straightforward: 19 consecutive quarters of independent restaurant growth, 2026 guidance calling for 18% to 24% adjusted EPS growth, and a forward P/E around 31 that looks reasonable for that trajectory.

The bear case hinges on whether consumer spending is weakening. Chain volume fell 3.4% in Q4, GLP-1 adoption is a real demand overhang, and $4.6 billion of debt limits flexibility in a downturn. Revenue has missed estimates in four of the past six quarters, even as EPS beats pile up.

The execution has been consistent, and the buyback provides a floor.
2026-06-12 14:12 2mo ago
2026-05-07 06:45 4mo ago
US Foods Reports First Quarter Fiscal Year 2026 Earnings
USFD US Foods Holding Corp
FMP Stock News
Original source text
ROSEMONT, Ill.--(BUSINESS WIRE)--US Foods Holding Corp. (NYSE: USFD), one of the largest foodservice distributors in the United States, today announced results for the first quarter of fiscal year 2026. First Quarter Fiscal 2026 Highlights Total case volume increased 1.4%; independent restaurant case volume increased 4.6% Net sales increased 2.8% to $9.6 billion Gross profit increased 2.4% to $1.7 billion Net income increased 0.9% to $116 million Adjusted EBITDA1 increased 6.2% to $413 million.
2026-06-12 14:12 2mo ago
2026-05-07 09:56 4mo ago
US Foods (USFD) Q1 Earnings and Revenues Miss Estimates
USFD US Foods Holding Corp
FMP Stock News
Original source text
US Foods (USFD - Free Report) came out with quarterly earnings of $0.78 per share, missing the Zacks Consensus Estimate of $0.82 per share. This compares to earnings of $0.68 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of -4.59%. A quarter ago, it was expected that this company would post earnings of $1 per share when it actually produced earnings of $1.04, delivering a surprise of +4%.

Over the last four quarters, the company has surpassed consensus EPS estimates three times.

US Foods, which belongs to the Zacks Food - Miscellaneous industry, posted revenues of $9.61 billion for the quarter ended March 2026, missing the Zacks Consensus Estimate by 1%. This compares to year-ago revenues of $9.35 billion. The company has topped consensus revenue estimates just once over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

US Foods shares have added about 22.2% since the beginning of the year versus the S&P 500's gain of 7.6%.

What's Next for US Foods?While US Foods has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for US Foods was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $1.40 on $10.53 billion in revenues for the coming quarter and $4.79 on $41.57 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Food - Miscellaneous is currently in the bottom 18% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

One other stock from the same industry, Laird Superfood, Inc. (LSF - Free Report) , is yet to report results for the quarter ended March 2026. The results are expected to be released on May 14.

This company is expected to post quarterly loss of $0.08 per share in its upcoming report, which represents a year-over-year change of -300%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Laird Superfood, Inc.'s revenues are expected to be $14.5 million, up 24.5% from the year-ago quarter.
2026-06-12 14:12 2mo ago
2026-05-07 13:39 4mo ago
Dow Dips 350 Points; US Foods Posts Downbeat Earnings
USFD US Foods Holding Corp
FMP Stock News
Original source text
U.S. stocks traded lower midway through trading, with the Dow Jones index falling more than 100 points on Thursday.

The Dow traded down 0.71% to 49,556.77 while the NASDAQ fell 0.23% to 25,778.55. The S&P 500 also fell, dropping, 0.44% to 7,332.63.

Leading and Lagging Sectors

Information technology shares jumped by 0.2% on Thursday.

In trading on Thursday, energy stocks fell by 1.6%.

Top Headline

US Foods Holding Corp. (NYSE:USFD) posted downbeat first-quarter 2026 results.

The company reported first-quarter adjusted earnings per share of 78 cents, missing the analyst consensus estimate of 81 cents. Quarterly sales of $9.610 billion (+2.8%) missed the Street view of $9.647 billion.

Equities Trading UP
           

Equities Trading DOWN

Commodities

In commodity news, oil traded up 0.9% to $95.94 while gold traded up 0.5% at $4,717.70.

Silver traded up 3.3% to $79.835 on Thursday, while copper fell 0.3% to $6.1660.

Euro zone

European shares were lower today. The eurozone's STOXX 600 declined 1.10%, while Spain's IBEX 35 Index fell 0.24%. London's FTSE 100 fell 1.55%, Germany's DAX fell 1.02%, while France's CAC 40 declined 1.17%.

Asia Pacific Markets

Asian markets closed mostly higher on Thursday, with Japan's Nikkei 225 jumping 5.58%, Hong Kong's Hang Seng Index gaining 1.57% and India's BSE Sensex falling 0.15%

Economics

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2026-06-12 14:12 2mo ago
2026-05-07 14:11 4mo ago
US Foods Holding Corp. (USFD) Q1 2026 Earnings Call Transcript
USFD US Foods Holding Corp
FMP Stock News
Original source text
US Foods Holding Corp. (USFD) Q1 2026 Earnings Call Transcript
2026-06-12 14:12 2mo ago
2026-05-14 16:15 3mo ago
US Foods Announces Board Leadership Transition
USFD US Foods Holding Corp
FMP Stock News
Original source text
ROSEMONT, Ill.--(BUSINESS WIRE)--US Foods Holding Corp. (NYSE: USFD), one of the largest foodservice distributors in the United States, today announced that its Board of Directors has approved a Board leadership transition. Effective today, Dave Flitman, currently Chief Executive Officer assumed the additional role of Chair of the Board. David Tehle, currently Chair, transitioned to the role of Lead Independent Director of the Board. As Chair of the Board and CEO, Dave Flitman will continue to.
2026-06-12 14:12 2mo ago
2026-05-27 06:45 3mo ago
US Foods to Present at the Deutsche Bank Access Global Consumer Conference 2026
USFD US Foods Holding Corp
FMP Stock News
Original source text
ROSEMONT, Ill.--(BUSINESS WIRE)--US Foods Holding Corp. (NYSE: USFD) announced today that Dave Flitman, Chair of the Board and Chief Executive Officer, and Dirk Locascio, Chief Financial Officer, will participate in a fireside chat at the Deutsche Bank Access Global Consumer Conference on Wednesday, June 3, 2026, at 7:00 a.m. CDT or 2:00 p.m. CEST. Media and investors can listen to a live audio webcast by visiting the Investor Relations page of the company's website at https://ir.usfoods.com/ev.
2026-06-12 14:12 2mo ago
2026-05-27 11:30 3mo ago
ISCV Beat IJJ Over the Past Year. Here's Why That Gap Could Easily Reverse.
USFD US Foods Holding Corp
FMP Stock News
Original source text
iShares Morningstar Small-Cap Value ETF (ISCV +0.54%) provides lower-cost access to small-cap value stocks, while iShares S&P Mid-Cap 400 Value ETF (IJJ +0.48%) offers exposure to larger, mid-capitalization companies.

Investors seeking value-oriented equities often weigh the trade-offs between mid-cap and small-cap segments. While IJJ targets the middle of the market, ISCV focuses on smaller companies. Both funds utilize value screens but differ significantly in their expense ratios, market capitalization focus, and total assets under management (AUM).

Snapshot (cost & size)MetricIJJISCVIssueriSharesiSharesExpense ratio0.18%0.06%1-yr return (as of May 18, 2026)22.25%30.94%Dividend yield1.70%1.90%Beta0.971.00AUM$8.3 billion$640.0 millionBeta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The one-year return represents total return over the trailing 12 months. Dividend yield is the trailing-12-month distribution yield.

With an expense ratio of 0.06%, the iShares Morningstar Small-Cap Value ETF is notably more affordable than the 0.18% charged by the iShares S&P Mid-Cap 400 Value ETF. The small-cap fund also currently provides a slightly higher yield for income-focused investors.

Performance & risk comparisonMetricIJJISCVMax drawdown (5 yr)(22.70%)(25.30%)Growth of $1,000 over five years (total return)$1,420$1,387The iShares Morningstar Small-Cap Value ETF has delivered higher one-year total returns but also experienced a deeper maximum drawdown over the five-year period, reflecting the typical volatility associated with smaller companies. Over a longer five-year horizon, the mid-cap focus of the iShares S&P Mid-Cap 400 Value ETF has resulted in a slightly higher growth of a $1,000 investment.

NYSEMKT: ISCViShares Trust - iShares Morningstar Small-Cap Value ETF

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(

0.54

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0.41

Current Price

$

76.93

What's insideThe iShares Morningstar Small-Cap Value ETF, launched in 2004, manages a broad portfolio of 1,069 holdings. Its sector allocation is led by financial services at 21.00%, consumer cyclical at 13.00%, and industrials at 13.00%. Its largest positions include Akamai Technologies (AKAM 0.83%) at 0.70%, CF Industries (CF +2.18%) at 0.65%, and Viatris (VTRS +1.38%) at 0.63%. Over the trailing 12 months, the fund paid $1.41 per share in dividends.

In contrast, the iShares S&P Mid-Cap 400 Value ETF was launched in 2000 and holds 305 positions. It is similarly concentrated in financial services at 22.00%, industrials at 19.00%, and consumer cyclical at 13.00%. Top holdings include Reliance Steel & Aluminum (RS +0.41%) at 1.16%, US Foods (USFD +1.53%) at 1.11%, and Wesco International (WCC +1.11%) at 1.07%. It has a trailing-12-month dividend of $2.34 per share.

For more guidance on ETF investing, check out the full guide at this link.

NYSEMKT: IJJiShares Trust - iShares S&P Mid-Cap 400 Value ETF

Today's Change

(

0.48

%) $

0.69

Current Price

$

146.19

What this means for investors Small-cap and mid-cap stocks both sit outside the S&P 500's spotlight, but they behave quite differently. Small-cap companies are earlier in their growth journey, more sensitive to domestic economic shifts, and capable of sharper gains and losses. Mid-cap companies have generally proven their business models and tend to offer a steadier ride, sitting between the volatility of small caps and the predictability of large caps. Both tiers have historically rewarded patient value investors over long time horizons.

ISCV outpaced IJJ over the past year, reflecting a period when small-cap value stocks benefited from optimism around domestic economic growth and deregulation. That kind of outperformance is typical of small caps in risk-on environments, but the gap can reverse quickly when uncertainty rises and investors gravitate toward the relative safety of larger companies.

ISCV also charges significantly less than IJJ, a meaningful advantage for long-term holders. It’s also the more enticing choice for aggressive investors willing to accept more volatility for greater growth potential. IJJ's much larger asset base and longer track record give it an edge in liquidity and institutional credibility, making it the more measured option for those who want value exposure with a smoother long-term experience.
2026-06-12 14:12 2mo ago
2026-06-01 10:00 3mo ago
US Foods® 2025 Sustainability Report Highlights Progress Across Products, People and Planet
USFD US Foods Holding Corp
FMP Stock News
Original source text
ROSEMONT, Ill.--(BUSINESS WIRE)-- #CSR--US Foods Holding Corp. (NYSE: USFD) – one of America's leading foodservice distributors – announced today the release of the company's 2025 Sustainability Report. Within the comprehensive report, US Foods highlights progress across its Exclusive Brands product offerings, support for associates and communities, and initiatives to minimize the environmental impact of its operations and supply chain. “I am proud of the progress we've made on our sustainability jour.
2026-06-12 14:12 2mo ago
2026-06-01 11:00 3mo ago
US Foods® 2025 Sustainability Report Highlights Progress Across Products, People and Planet
USFD US Foods Holding Corp
FMP Stock News
Original source text
US Foods® 2025 Sustainability Report Highlights Progress Across Products, People and Planet US Foods Holding Corp. (NYSE: USFD) – one of America’s leading foodservice distributors – announced today the release of the company’s 2025 Sustainability Report. Within the comprehensive report, US Foods highlights progress across its Exclusive Brands product offerings, support for associates and communities, and initiatives to minimize the environmental impact of its operations and supply chain.

This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260601078126/en/

US Foods 2025 Sustainability Report Infographic

“I am proud of the progress we’ve made on our sustainability journey and how these efforts advance our broader business strategy,” said Dave Flitman, US Foods Chair of the Board and CEO. “Being a responsible company is integral to our strategy, underpinning how we grow our business, strengthen customer relationships, maximize associate engagement and productivity, and contribute to a better planet. Our sustainability approach and its integration into our business model creates the right foundation for long-term success.”

The report shares fiscal year 2025 progress against each of the company’s key sustainability focus areas: Products, People, and Planet.

Products: Continually innovating to develop quality Exclusive Brands products that consistently deliver on customer expectations, satisfy consumer interest in the latest dining trends, support sustainability, and help advance business success for customers and the company.

Maintained growth of the company’s Exclusive Brands local, sustainable and well-being product offerings, with more than 5,000 differentiated products available today. Continued to enhance the US Foods Serve Good® product portfolio with more than 840 products that are responsibly sourced, contribute to waste reduction, or are designed to help reduce greenhouse gas emissions. The Serve Good portfolio totaled more than $1 billion in revenue1 for the company for the second consecutive year. Generated 9% revenue growth in 2025 as compared to 2024 from the more than 4,100 US Foods Serve You®products that are made with simple ingredients not found on the US Foods Unpronounceables List®2, certified gluten-free, or plant-forward. Delivered more than 740,000 cases of US Foods Serve Local® seasonal produce to US Foods customers3. People: Maintaining a workplace that is safe, supportive, and productive to help make US Foods the best place to work.

Improved injury and accident rates by 16% compared to 2024, building on the 19% improvement in 2024 versus 2023. Filled 70% of leadership roles internally, reflecting the company’s strong talent development programs and ensuring leadership reflects the knowledge already in the US Foods workforce. Provided approximately 1.2 million hours of associate training to support US Foods associates in their career development. Donated more than $12 million in products, volunteer time, and monetary contributions to support communities in need. Increased associate volunteer hours by 70% as compared to 2024 to help the communities we serve. Planet: Measuring, monitoring, and minimizing the company’s environmental impact, including meaningful actions to mitigate climate-related risks by improving the efficiency of fleet and facilities, adopting renewable energy and fuels, and engaging in the company’s supply chain to support broader change in the industry.

Reduced both fuel and energy intensity, with 7% fewer gallons of fuel and a 4% less energy used per case delivered as compared to 2019 base year. Drove 470,000 fewer miles despite an 8% growth in cases delivered compared to 2022 base year. Added 43 electric vehicles (EV) to the company’s fleet for a total of 130 EVs that are supported by 82 charging stations at various US Foods locations. Generated 10 million kWh of renewable energy through US Foods solar projects. Continued to make progress on responsible sourcing efforts, including actions in the supply chain to reduce deforestation risk and sourcing 88% of Exclusive Brands seafood (by volume) in accordance with the company’s Serve Good or Progress Check® standards. The US Foods 2025 Sustainability Report uses recognized reporting standards, including the Task Force on Climate-related Financial Disclosures (TCFD) and Sustainability Accounting Standards Board’s (SASB) Food Retailers & Distributors.

To view the US Foods 2025 Sustainability Report, visit the company’s website at usfoods.com/sustainability.

1Includes both Serve Good and Progress Check products.
2Processing aids and potential cross-contact during production are not in the scope of the US Foods® Unpronounceables List program.
3Serve Local products are sourced from either within the state or 400 miles of where the products ship.

Forward-Looking Statements

This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements include, without limitation, forecasted financial performance, statements about future results of operations and other statements which are not purely historical facts or that necessarily depend upon future events. These statements often include words such as “believe,” “expect,” “project,” “anticipate,” “intend,” “plan,” “outlook,” “estimate,” “target,” “seek,” “will,” “may,” “would,” “should,” “could,” “forecast,” “mission,” “strive,” “more,” “goal,” or similar expressions (although not all forward-looking statements may contain such words). These statements are not guarantees of future performance or results and are subject to risks, uncertainties and other important factors, many of which are beyond our control, that could cause actual results to differ materially from those expressed in the forward-looking statements, including, among others: changes in consumer eating habits, including economic factors affecting consumer confidence and discretionary spending and the impact of advancements in pharmaceutical therapies, which may reduce the consumption of food prepared away from home; cost inflation/deflation and commodity volatility, including increases in fuel costs; geopolitical developments and supply chain disruptions; competition; reliance on third party suppliers and interruption of product supply or increases in product costs; changes in our relationships with customers and group purchasing organizations; our ability to increase or maintain the highest margin portions of our business and achieve the expected benefits from cost savings initiatives; the impact of climate change or related regulatory or market measures; the impact of governmental regulations related to our operations, including product safety; product recalls and product liability claims; our reputation in the industry; labor relations, increased labor costs and continued access to qualified labor; the level of interest rates and availability of indebtedness and restrictions under agreements governing our indebtedness; disruption of existing technologies and implementation of new technologies, including artificial intelligence; cybersecurity incidents and other technology disruptions; effective execution on the Company’s growth strategy, including acquisitions and the integration of acquired businesses; risks to the health and safety of our associates and others; adverse judgments or settlements resulting from litigation; extreme weather conditions, natural disasters and other catastrophic events; and the timing and scope of future repurchases by US Foods of its common stock.

More information on these risks and other potential factors that could affect the Company’s business, reputation, results of operations, financial condition, and stock price is included in the sections entitled “Risk Factors” and “Management’s Discussion and Analysis of Financial Condition and Results of Operations” in the Company’s most recently filed periodic reports on Form 10-K and Form 10-Q and subsequent filings with the Securities and Exchange Commission. All forward-looking statements included in this press release are based on information available to us on the date hereof. For these statements, the Company claims the protection of the safe harbor for forward-looking statements in the Private Securities Litigation Reform Act. Accordingly, you are cautioned not to place undue reliance on these forward-looking statements. Except to the extent required by law, the Company does not undertake, and expressly disclaims, any duty or obligation to update publicly any forward-looking statement.

About US Foods

With a promise to help its customers Make It, US Foods is one of America’s great food companies and a leading foodservice distributor, partnering with approximately 250,000 customer locations and foodservice operators to help their businesses succeed. With more than 70 broadline locations and more than 90 cash and carry stores, US Foods and its 30,000 associates provides its customers with a broad and innovative food offering and a comprehensive suite of e-commerce, technology and business solutions. US Foods is headquartered in Rosemont, Ill. Visit www.usfoods.com to learn more.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260601078126/en/
2026-06-12 14:12 2mo ago
2026-06-03 12:32 3mo ago
US Foods Holding Corp. (USFD) Presents at 23rd annual dbAccess Global Consumer Conference Transcript
USFD US Foods Holding Corp
FMP Stock News
Original source text
US Foods Holding Corp. (USFD) Presents at 23rd annual dbAccess Global Consumer Conference Transcript
2026-06-12 14:11 2mo ago
2026-04-30 13:45 4mo ago
4 Schools Stocks Riding AI and Healthcare Demand Trends
STRA Strategic Education
FMP Stock News
Original source text
The Zacks Schools industry is progressing through 2026 with a gradually improving medium-term outlook, supported by steady demand for applied and career-oriented education across healthcare, skilled trades, cybersecurity and IT. Labor-market dynamics continue to favor job-ready training models, positioning institutions with strong employer alignment to benefit. Technology adoption is emerging as a key differentiator, with data-driven instruction, adaptive learning and scalable online platforms supporting better engagement, outcomes and cost efficiency. Industry consolidation is also gaining pace, enabling scale benefits and broader program offerings. Policy support, including expanded Workforce Pell access and favorable veteran benefits, appears constructive, aiding affordability and improving enrollment visibility for players such as McGraw Hill, Inc. (MH - Free Report) , Strategic Education, Inc. (STRA - Free Report) , Lincoln Educational Services Corporation (LINC - Free Report) and American Public Education, Inc. (APEI - Free Report) .

However, the industry continues to face notable headwinds. A shrinking traditional student base and intensifying competition from public and nonprofit institutions are weighing on enrollment growth. Affordability concerns remain persistent, while regulatory scrutiny around student outcomes, financial transparency and federal aid eligibility is tightening, increasing compliance costs and execution risks, particularly for career-focused providers. At the same time, rising marketing, labor and technology expenses are pressuring margins and ongoing uncertainty around student-aid processes and loan policies continues to impact enrollment trends and pricing flexibility.

Industry Description The Zacks Schools industry comprises for-profit education companies that offer undergraduate, graduate and specialized programs in finance, accounting, analytics, marketing, healthcare, business and technology. They are engaged in offering career-oriented programs in the fields of business and management, nursing, computer science, engineering, information systems and technology, project management, cybersecurity and criminal justice. The industry players also offer child-care services and career-oriented post-secondary courses. Some companies within the industry also provide yoga classes and yoga-related retail merchandise-integrated fitness classes, along with conducting workshops and teacher training programs.

4 Trends Shaping the Future of the School Industry Rising Demand for Workforce-Oriented Programs: After years of enrollment declines, the U.S. for-profit education sector is seeing renewed demand for programs with clear employment outcomes. Providers are leveraging flexible models to expand short-term credentials in healthcare, cybersecurity, skilled trades and IT. As employers prioritize job-ready skills over traditional degrees, adult learners and career changers are driving interest. Government reskilling initiatives and workforce partnerships, along with ongoing digital transformation, are further supporting demand for tech-aligned and non-degree programs.

Meanwhile, healthcare and global institutions have been making substantial contributions to the companies' financial success. The U.S. healthcare sector is presently grappling with a pronounced shortage of skilled professionals. The companies have designed their programs to be rigorous and well-suited to address the workforce needs of the healthcare industry. Industry stakeholders also anticipate a future where the demand for healthcare professionals will outstrip the available supply.

Amid regulatory and demographic pressures, the sector is consolidating as larger players acquire smaller institutions to expand offerings and scale. Strategic Education’s tech bootcamp deals and Covista’s integration of Walden University reflect a shift toward healthcare and workforce training, while continued private equity interest signals confidence in ROI-driven, career-focused education segments.

Congress passed “Workforce Pell” in July 2025, aiming to extend Pell Grant eligibility to short-term, job-focused programs from July 1, 2026. While this could expand the market for providers in healthcare, IT and skilled trades, the rollout depends on final regulations and program eligibility, which may affect near-term enrollment and pricing benefits.

Online Education and Tech Integration Drive Market Differentiation: The acceleration of digital learning continues to be a critical differentiator for for-profit colleges. Institutions like Grand Canyon Education, Strategic Education, and Adtalem have invested heavily in learning management systems, data analytics and adaptive learning tools to personalize instruction and enhance student engagement. The shift toward hybrid and asynchronous formats has allowed for-profit players to serve non-traditional and working students more effectively than many public institutions. Scalable digital platforms have also helped manage operating costs, enabling some companies to maintain or improve margins despite enrollment challenges.

Financial & Competitive Pressures: For 2026, margin pressure is set to intensify for for-profit education providers as rising costs and tougher competition collide. Faculty, support services, marketing and technology expenses are outpacing revenue growth, while aggressive enrollment competition is driving up lead-generation costs. At the same time, stricter regulatory and outcomes requirements demand higher spending. With tuition pricing constrained by affordability and student-aid sensitivity, profitability will depend increasingly on efficiency, scale and disciplined capital allocation.

Operational Challenges: For-profit educators face several operational and financial headwinds. Most of their revenues come from tuition and federal aid, so they are vulnerable to any enrollment swings or cuts in government funding. Any dip in student numbers (due to competition, demographic trends or economic cycles) can quickly hit operating income. Compliance and administrative costs are also high, as schools must meet strict reporting and quality standards under Title IV. FAFSA processing challenges continue, prompting late disbursement flexibilities and straining working capital for institutions reliant on Title IV funding cycles. Ongoing operational delays early in the year disrupted receivables timing, while new FVT/GE reporting requirements add compliance burdens and may drive adjustments to program portfolios.

Industry players also often spend heavily on recruitment and advertising to attract students, squeezing margins. Again, macroeconomic factors (like rising interest rates or budget cuts at the state/local level) can constrain school and district purchasing of edtech products, indirectly pressuring vendors’ top lines.

Zacks Industry Rank Indicates Bright Prospects The Zacks Schools industry is an 18-stock group within the broader Zacks Consumer Discretionary sector. The industry currently carries a Zacks Industry Rank #25, which places it in the top 10% of more than 250 Zacks industries.

The group’s Zacks Industry Rank, which is basically the average of the Zacks Rank of all the member stocks, indicates optimistic near-term prospects. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

The industry’s positioning in the top 50% of the Zacks-ranked industries is a result of a higher earnings outlook for the constituent companies in aggregate. Looking at the aggregate earnings estimate revisions, it appears that analysts are gradually gaining confidence in this group’s earnings growth potential. Since March 2026, the industry’s earnings estimates for 2026 have increased to $1.85 per share (from $1.81).

We highlight a few stocks that investors may consider adding to their portfolios. First, we examine the industry’s shareholder returns and current valuation backdrop.

Industry Outperforms Sector, Lags S&P 500 The Zacks Schools industry has lagged the Zacks S&P 500 Composite but performed a little better than the broader Zacks Consumer Discretionary sector over the past year.

The stocks in this industry have collectively lost 2.1% compared with the broader sector’s 2.3% decline. Meanwhile, the S&P 500 has increased 31.6% in the said period.

One-Year Price Performance

Industry's Current Valuation On the basis of the forward 12-month price-to-earnings ratio, which is a commonly used multiple for valuing for-profit education stocks, the industry is currently trading at 12.08X versus the S&P 500’s 21.95X and the sector’s 16.96X.

Over the past five years, the industry has traded as high as 290.96X, as low as 12.08X and at a median of 19.62X, as the chart below shows.

Industry’s P/E Ratio (Forward 12-Month) Versus S&P 500

Industry’s P/E Ratio (Forward 12-Month) Versus Sector

4 School Stocks to Buy Now Below, we have discussed four stocks from the industry that have solid growth potential.

American Public Education: Based in Charles Town, WV, American Public Education delivers online and campus-based postsecondary education and career-focused learning across the United States. The company is positioned for growth on the back of strong enrollment trends and strategic execution across its education platforms. Momentum in the healthcare segment, particularly at Rasmussen and Hondros, reflects sustained demand for nursing and allied health programs, while initiatives like “Fill the Back Row” are improving capacity utilization and driving operating leverage. The company is also benefiting from portfolio diversification and integration synergies across institutions, which should enhance revenue opportunities and marketing efficiency. Expansion into new campuses and programs, along with improving military and veteran enrollment trends at APUS as funding normalizes, provides additional upside. Coupled with cost optimization, refinancing-led savings and a strong balance sheet, American Public Education has clear visibility into revenue growth and margin expansion ahead.

APEI stock — currently sporting a Zacks Rank #1 (Strong Buy) — surged 145.5% in the past year. APEI has seen an upward estimate revision for 2026 earnings to $2.38 per share from $2.23 over the past 60 days. This company’s earnings for 2026 are expected to grow 75% on 6.4% higher revenues. APEI’s earnings topped the Zacks Consensus Estimate in all the last four quarters, with the average surprise being 187.5%. Moreover, APEI’s three-to-five-year expected earnings per share growth rate is currently pegged at 15%. You can see the complete list of today’s Zacks #1 Rank stocks here.

Price and Consensus: APEI

Lincoln Educational Services: This Parsippany, NJ–based provider of career-focused postsecondary education offers training programs to high school graduates and working adults across the United States. Lincoln is benefiting from strong structural demand for skilled trades, driven by a widening labor shortage, rising skepticism toward traditional four-year degrees and growing employer demand across sectors like HVAC, automotive and electrical work. The company’s growth is supported by consistent student start expansion, new campus openings and program replications, alongside solid organic growth at existing locations. Its hybrid “Lincoln 10.0” model is improving accessibility and efficiency, while corporate partnerships and high school initiatives are expanding enrollment channels. Continued investments in new campuses and underserved markets, combined with improving placement rates and operating leverage, position LINC for sustained revenue and earnings growth.

LINC stock — currently carrying a Zacks Rank #2 (Buy) — surged 133.9% in the past year. LINC has seen an upward estimate revision for 2026 earnings to 71 cents per share from 70 cents over the past 60 days. This company’s earnings for 2026 are expected to decline 22.8% on 13% higher revenues. LINC’s earnings topped the Zacks Consensus Estimate in all the last four quarters, with the average surprise being 96.4%. Moreover, LINC’s three-to-five-year expected earnings per share growth rate is currently pegged at 15%.

Price and Consensus: LINC

Strategic Education: This company offers campus-based and online post-secondary education, focusing on building job-ready skills, and is headquartered in Herndon, VA. Strategic Education’s growth prospects are increasingly tied to its shift toward higher-value, scalable segments. The Education Technology Services division remains a key driver, with strong momentum in Sophia Learning subscriptions and expanding Workforce Edge partnerships, which now cover millions of employees and are boosting enrollment into core universities. The company’s employer-focused strategy is also gaining traction, with employer-affiliated enrollment reaching record levels and supported by healthcare program demand. Additionally, continued investment in AI-driven productivity and cost efficiencies is supporting margin expansion, while improving enrollment trends suggest revenue growth could accelerate beyond the first-quarter low point.

STRA stock — currently carrying a Zacks Rank #2 — lost 2.9% in the past year. Nonetheless, STRA has seen an upward estimate revision for 2026 earnings to $7.12 per share from $6.97 over the past seven days. This company’s earnings for 2026 are expected to grow 15.2% on 2.8% higher revenues. STRA’s earnings topped the Zacks Consensus Estimate in three of the last four quarters and missed on one occasion, with the average surprise being 11.2%. Moreover, STRA’s three-to-five-year expected earnings per share growth rate is currently pegged at 15%. It also has a VGM Score of A.

Price and Consensus: STRA

McGraw Hill: This company delivers digital learning and educational content for K-12, higher education and professional markets and is headquartered in Columbus, OH. McGraw Hill is well positioned for long-term growth, supported by strong momentum in its higher education segment, driven by market share gains, enrollment strength and pricing, alongside rapid adoption of its Evergreen platform and Inclusive Access model. The company’s shift toward a digital, subscription-based model—where recurring revenue now forms a large majority—enhances visibility and margins. AI-led innovation, including tools like AI Reader and Sharpen Advantage, is boosting engagement and expanding addressable markets. Additionally, expanding institutional sales, cross-selling opportunities and upcoming large K-12 adoption cycles position the company for sustained growth and a return to stronger revenue expansion in fiscal 2027.

MH stock — currently carrying a Zacks Rank #2 — lost 29.5% in the past year. Nonetheless, STRA has seen an upward estimate revision for fiscal 2026 and 2027 earnings to $1.81 per share (from $1.79) and to $1.81 per share (from $1.78) over the past seven days, respectively. This company’s earnings for fiscal 2027 are expected to grow 0.2% on 4.2% higher revenues. MH’s earnings topped the Zacks Consensus Estimate in the last two quarters, with the average surprise being 380%. It also has a VGM Score of B.

Price and Consensus: MH
2026-06-12 14:11 2mo ago
2026-05-01 05:11 4mo ago
Best Value Stocks to Buy for May 1st
STRA Strategic Education
FMP Stock News
Original source text
Here are three stocks with buy rank and strong value characteristics for investors to consider today, May 1

Strategic Education, Inc. (STRA - Free Report) : This education services company carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 5.8% over the last 60 days.

Strategic Education has a price-to-earnings ratio (P/E) of 11.09 compared with 16.40 for the industry. The company possesses a Value Scoreof A.

Global Partners LP (GLP - Free Report) : This energy marketing and logistics company carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 10.8% over the last 60 days.

Global Partners has a price-to-earnings ratio (P/E) of 14.89 compared with 94.70 for the industry. The company possesses a Value Score of A.

Enova International, Inc. (ENVA - Free Report) : This technology and analytics company carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 4.1% over the last 60 days.

Enova has a price-to-earnings ratio (P/E) of 10.26 compared with 11.80 for the industry. The company possesses a Value Score of A.

See the full list of top ranked stocks here.

Learn more about the Value score and how it is calculated here.
2026-06-12 14:11 2mo ago
2026-05-01 05:20 4mo ago
Best Income Stocks to Buy for May 1st
STRA Strategic Education
FMP Stock News
Original source text
Here are three stocks with buy rank and strong income characteristics for investors to consider today, May 1

Strategic Education, Inc. (STRA - Free Report) : This education services company has witnessed the Zacks Consensus Estimate for its current year earnings increasing 5.8% the last 60 days.

This Zacks Rank #1 company has a dividend yield of 3.04%, compared with the industry average of 0.0%.

Global Partners LP (GLP - Free Report) : This energy marketing and logistics company has witnessed the Zacks Consensus Estimate for its current year earnings increasing 10.8% the last 60 days.

This Zacks Rank #1 company has a dividend yield of 6.4%, compared with the industry average of 6.1%.

Fomento Económico Mexicano, S.A.B. de C.V. (FMX - Free Report) : This beverage bottling company has witnessed the Zacks Consensus Estimate for its current year earnings increasing 6.8% the last 60 days.

This Zacks Rank #1 company has a dividend yield of 2.1%, compared with the industry average of 0.0%.

See the full list of top ranked stocks here.

Find more top income stocks with some of our great premium screens.
2026-06-12 14:11 2mo ago
2026-05-01 05:55 4mo ago
New Strong Buy Stocks for May 1st
STRA Strategic Education
FMP Stock News
Original source text
This page has not been authorized, sponsored, or otherwise approved or endorsed by the companies represented herein. Each of the company logos represented herein are trademarks of Microsoft Corporation; Dow Jones & Company; Nasdaq, Inc.; Forbes Media, LLC; Investor's Business Daily, Inc.; and Morningstar, Inc.

Copyright 2026 Zacks Investment Research 101 N Wacker Drive, Floor 15, Chicago, IL 60606

At the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. This dedication to giving investors a trading advantage led to the creation of our proven Zacks Rank stock-rating system. Since 1988 it has more than doubled the S&P 500 with an average gain of +24.00% per year. These returns cover a period from January 1, 1988 through May 4, 2026. Zacks Rank stock-rating system returns are computed monthly based on the beginning of the month and end of the month Zacks Rank stock prices plus any dividends received during that particular month. A simple, equally-weighted average return of all Zacks Rank stocks is calculated to determine the monthly return. The monthly returns are then compounded to arrive at the annual return. Only Zacks Rank stocks included in Zacks hypothetical portfolios at the beginning of each month are included in the return calculations. Zacks Ranks stocks can, and often do, change throughout the month. Certain Zacks Rank stocks for which no month-end price was available, pricing information was not collected, or for certain other reasons have been excluded from these return calculations. Zacks may license the Zacks Mutual Fund rating provided herein to third parties, including but not limited to the issuer.

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2026-06-12 14:11 2mo ago
2026-05-01 11:15 4mo ago
Best Momentum Stocks to Buy for May 1st
STRA Strategic Education
FMP Stock News
Original source text
Here are three stocks with buy rank and strong momentum characteristics for investors to consider today, May 1

Strategic Education, Inc. (STRA - Free Report) : This education services company has a Zacks Rank #1 and witnessed the Zacks Consensus Estimate for its current year earnings increasing 5.8% over the last 60 days.

Strategic Education's shares gained 6.6% over the last six months compared with the S&P 500’s advance of 5.2%. The company possesses a Momentum Score of A.

The Vita Coco Company, Inc. (COCO - Free Report) : This beverage company has a Zacks Rank #1 and witnessed the Zacks Consensus Estimate for its current year earnings increasing 3.2% over the last 60 days.

The Vita Coco's shares gained 18.4% over the last three months compared with the S&P 500’s advance of 2.9%. The company possesses a Momentum Score of B.

Enova International, Inc. (ENVA - Free Report) : This technology and analytics company has a Zacks Rank #1 and witnessed the Zacks Consensus Estimate for its current year earnings increasing 4.1% over the last 60 days.

Enova's shares gained 38.4% over the last six months compared with the S&P 500’s advance of 5.2%. The company possesses a Momentum Score of A.

See the full list of top ranked stocks here

Learn more about the Momentum score and how it is calculated here.
2026-06-12 14:11 2mo ago
2026-05-05 09:55 4mo ago
Why Investors Need to Take Advantage of These 2 Consumer Discretionary Stocks Now
STRA Strategic Education
FMP Stock News
Original source text
Two factors often determine stock prices in the long run: earnings and interest rates. Investors can't control the latter, but they can focus on a company's earnings results every quarter.

Life and the stock market are both about expectations, and rising above what is expected is often rewarded, while falling short can come with negative consequences. Investors might want to try to capture stronger returns by finding positive earnings surprises.

Hunting for 'earnings whispers' or companies poised to beat their quarterly earnings estimates is a somewhat common practice. But that doesn't make it easy. One way that has been proven to work is by using the Zacks Earnings ESP tool.

The Zacks Earnings ESP, ExplainedThe Zacks Expected Surprise Prediction, or ESP, works by locking in on the most up-to-date analyst earnings revisions because they can be more accurate than estimates from weeks or even months before the actual release date. The thinking is pretty straightforward: analysts who provide earnings estimates closer to the report are likely to have more information.

The core of the ESP model is comparing the Most Accurate Estimate to the Zacks Consensus Estimate, where the resulting percentage difference between the two equals the Expected Surprise Prediction. The Zacks Rank is also factored into the ESP metric to better help find companies that appear poised to top their next bottom-line consensus estimate, which will hopefully help lift the stock price.

Bringing together a positive earnings ESP alongside a Zacks Rank #3 (Hold) or better has helped stocks report a positive earnings surprise 70% of the time. Furthermore, by using these parameters, investors have seen 28.3% annual returns on average, according to our 10 year backtest.

Most stocks, about 60%, fall into the #3 (Hold) category, and they are expected to perform in-line with the broader market. Stocks with a #2 (Buy) and #1 (Strong Buy) rating, or the top 15% and top 5% of stocks, respectively, should outperform the market, with Strong Buy stocks outperforming more than any other rank.

Should You Consider Lululemon?Now that we understand what the ESP is and how beneficial it can be, let's dive into a stock that currently fits the bill. Lululemon (LULU - Free Report) earns a #3 (Hold) right now and its Most Accurate Estimate sits at $1.70 a share, just 30 days from its upcoming earnings release on June 4, 2026.

By taking the percentage difference between the $1.70 Most Accurate Estimate and the $1.69 Zacks Consensus Estimate, Lululemon has an Earnings ESP of +0.47%. Investors should also know that LULU is one of a large group of stocks with positive ESPs. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

LULU is part of a big group of Consumer Discretionary stocks that boast a positive ESP, and investors may want to take a look at Strategic Education (STRA - Free Report) as well.

Slated to report earnings on July 29, 2026, Strategic Education holds a #2 (Buy) ranking on the Zacks Rank, and its Most Accurate Estimate is $1.81 a share 85 days from its next quarterly update.

For Strategic Education, the percentage difference between its Most Accurate Estimate and its Zacks Consensus Estimate of $1.77 is +2.26%.

LULU and STRA's positive ESP figures tell us that both stocks have a good chance at beating analyst expectations in their next earnings report.

Find Stocks to Buy or Sell Before They're ReportedUse the Zacks Earnings ESP Filter to turn up stocks with the highest probability of positively, or negatively, surprising to buy or sell before they're reported for profitable earnings season trading. Check it out here >>
2026-06-12 14:11 2mo ago
2026-05-11 10:40 3mo ago
Why Strategic Education (STRA) is a Top Value Stock for the Long-Term
STRA Strategic Education
FMP Stock News
Original source text
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.

Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.

Zacks Premium includes access to the Zacks Style Scores as well.

What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.

Each stock is assigned a rating of A, B, C, D, or F based on their value, growth, and momentum characteristics. Just like in school, an A is better than a B, a B is better than a C, and so on -- that means the better the score, the better chance the stock will outperform.

The Style Scores are broken down into four categories:

Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.

Growth ScoreGrowth investors are more concerned with a stock's future prospects, and the overall financial health and strength of a company. Thus, the Growth Style Score analyzes characteristics like projected and historic earnings, sales, and cash flow to find stocks that will see sustainable growth over time.

Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.

VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.

How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.

It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.7% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.

But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.

That's where the Style Scores come in.

To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.

The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.

A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: Strategic Education (STRA - Free Report) Strategic Education, Inc. or SEI, through its subsidiaries Strayer University and New York Code and Design Academy (NYCDA), provides a range of post-secondary education and other academic programs in the United States. NYCDA is a New York City-based provider of web and application software development courses.

STRA is a #2 (Buy) on the Zacks Rank, with a VGM Score of A.

It also boasts a Value Style Score of A thanks to attractive valuation metrics like a forward P/E ratio of 11.13; value investors should take notice.

Three analysts revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.33 to $7.20 per share. STRA also boasts an average earnings surprise of +11.2%.

With a solid Zacks Rank and top-tier Value and VGM Style Scores, STRA should be on investors' short list.